Mike Bonner-Davies

Mike Bonner-Davies

Mike advises individuals on all matters related to their own UK pension savings, notably non-UK tax residents on their approach to and accessing of their UK pension benefits, including UK Defined Contribution, UK Defined Benefit and QROPS arrangements. Mike also advises members on their entitlements in FURBS, EFRBS and unfunded promises. Mike is authorised to provide FCA regulated advice.

Accessing UK pension benefits: issues for a non-UK tax resident

We consider the progressive pension and tax issues for those individuals planning to retire overseas, or those already retired abroad post-Covid.

Mike Bonner-Davies and Seamus Murphy consider some potential inheritance tax implications for FURBS and EFRBS following the Parry case

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Pensions

Rob Goodley and Mike Bonner-Davies consider the pension issues when planning for retirement overseas